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Jupiter Wealth Management’s Bank of America BAC Stock Holding History

Jupiter Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.72M Sell
34,600
-2,000
-5% -$103K 0.68% 32
2025
Q4 		$1.92M Hold
36,600
– – 0.86% 30
2025
Q3 		$1.89M Buy
36,600
+2,000
+6% +$97.6K 0.89% 27
2025
Q2 		$1.63M Buy
34,600
+10,600
+44% +$446K 0.83% 28
2025
Q1 		$1.07M Sell
24,000
-22,247
-48% -$991K 0.65% 35
2024
Q4 		$2.03M Buy
46,247
+2,500
+6% +$110K 1.02% 25
2024
Q3 		$1.74M Sell
43,747
-19,900
-31% -$798K 0.89% 33
2024
Q2 		$2.57M Buy
63,647
+1,701
+3% +$65.2K 1.36% 23
2024
Q1 		$2.34M Buy
61,946
+22,946
+59% +$788K 1.24% 24
2023
Q4 		$1.31M Hold
39,000
– – 0.77% 32
2023
Q3 		$1.08M Buy
39,000
+15,000
+63% +$444K 0.7% 36
2023
Q2 		$689K Sell
24,000
-12,600
-34% -$360K 0.59% 40
2023
Q1 		$1.05M Buy
36,600
+16,600
+83% +$548K 0.96% 31
2022
Q4 		$662K Sell
20,000
-1,000
-5% -$34.4K 0.64% 36
2022
Q3 		$634K Hold
21,000
– – 0.64% 38
2022
Q2 		$653K Sell
21,000
-64,372
-75% -$2.32M 0.6% 37
2022
Q1 		$3.52M Hold
85,372
– – 2.2% 17
2021
Q4 		$3.8M Sell
85,372
-10,000
-10% -$456K 1.97% 17
2021
Q3 		$4.5M Buy
95,372
+7,000
+8% +$282K 2.12% 15
2021
Q2 		$3.55M Sell
88,372
-5,766
-6% -$236K 1.7% 19
2021
Q1 		$3.87M Buy
94,138
+74,138
+371% +$2.56M 1.96% 17
2020
Q4 		$606K Buy
+20,000
New +$536K 0.37% 43
2020
Q1 		– Sell
-115,476
Closed -$4.08M – 74
2019
Q4 		$4.08M Sell
115,476
-185
-0.2% -$5.98K 1.97% 20
2019
Q3 		$3.37M Sell
115,661
-653
-0.6% -$18.8K 1.8% 23
2019
Q2 		$3.4M Buy
116,314
+238
+0.2% +$6.86K 1.68% 26
2019
Q1 		$3.49M Buy
+116,076
New +$3.28M 1.68% 26

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Wealth Management's BAC Position: Q1 2026 in Review

Jupiter Wealth Management reduced its Bank of America (BAC) stake by 5.5% in Q1 2026, selling an estimated $103K and leaving 34,600 shares worth $1.72M. The position accounts for 0.68% of the portfolio, ranked #32.

Jupiter Wealth Management first reported a position in BAC in Q1 2019 and has held it in 26 quarters since. The position peaked at $4.5M in Q3 2021. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Jupiter Wealth Management held 34,600 shares of Bank of America worth $1.72M as of Q1 2026.
  • Jupiter Wealth Management sold 2,000 Bank of America shares in Q1 2026, an estimated $103K.
  • Bank of America made up 0.68% of Jupiter Wealth Management's portfolio in Q1 2026, its #32 holding.
  • Jupiter Wealth Management first reported a position in Bank of America in Q1 2019 and has held it in 26 quarters since.
  • Jupiter Wealth Management's Bank of America position peaked at $4.5M in Q3 2021.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Jupiter Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.